
Robert Koenigsberger on Emerging Markets
Masters in Business
00:00
How to Create Alpha and Take Advantage of the Information Asymmetry
I think the information asymmetry means that if you can organize yourselves in order to be able to capture information. The other way to pick to really create alpha is through the dynamic asset allocation. My pet peeve is an investor who picks a return stream for 10 years. If you stick with something, whether it trades at 150 or two, you're just going to get the average. But if you're able to move around between value and relative value, I think there's a way to take advantage of the information asymmetric and create alpha.
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